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迷鹿小仙女
关注小迷鹿,投资不迷路
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迷鹿小仙女
12-13
智己上汽亲儿子,小鹏蔚来一个广东干儿子一个安徽干儿子,零跑理想卖的也挺好,特斯拉小米比亚迪也看不到倒闭的希望,极氪吉利亲儿子,aito阿维塔有华为也不太可能,五菱国民神车也不可能。最有可能倒闭的就是目前出口比国内销量多的哪吒了,一个星期才几百台,拿什么活啊,周鸿祎也不投钱,资金链要断。
迷鹿小仙女
12-11
投o老师一票,你一票我一票,送o老师上去
@OptionS
迷鹿小仙女
12-10
$毛戈平(01318)$
的潜力无限大,高端消费呈现升级趋势,中国美妆市场的消费升级趋势明显,消费者对高端化妆品接受度和需求逐步增长,毛戈平在这一赛道具备先发优势。 “国潮”崛起背景下,品牌有机会进一步吸引新兴中产阶级和年轻消费者。 目前品牌核心产品集中在底妆和彩妆,未来如果能够拓展至护肤品或更多品类,有望进一步提升市场份额。 除了传统的线下专柜模式,毛戈平可能会逐步加大线上渠道布局,特别是在直播电商和社交电商平台。 数字化营销将帮助其更精准地触达年轻消费者,并优化消费者管理。 随着国际市场对“东方美学”的兴趣上升,毛戈平未来有可能进军海外市场,成为中国彩妆的国际名片。 毛戈平产品定价高且毛利率显著高于行业平均水平,长期来看,其盈利能力有助于支持品牌扩张和研发投入。 所以毛戈平适合长期持有,破百再出!
迷鹿小仙女
11-28
Replying to
@vision
:中概股[眼眼]//
@vision
:赚最多的是腾讯
迷鹿小仙女
11-28
川爸爸[爱心][爱心][爱心]
迷鹿小仙女
11-27
@OptionS
最想和O老师一起吃饭,感恩节到了大佬拍卖午餐或者晚餐吗,开个价吧[真香][真香][真香]大家一起来竞拍一下
迷鹿小仙女
10-23
$老虎证券(TIGR)$
老虎这波的增发反映了公司对未来发展的积极规划和信心。虽然短期内增发可能会对股价产生一定影响,但从长期角度来看,增发所得资金的有效使用有望为公司带来更广阔的成长空间和市场竞争力。现在这个价格能买到未来发展空间巨大的公司还是很划算的,你们恐惧,我贪婪!坚定看多!
迷鹿小仙女
09-06
大学时候做过一个公众号叫:迷鹿青年(已注销)[害羞]然后迷鹿就沿用至今,同时希望在股市中不要迷路!
@格兰芬多小卖部
迷鹿小仙女
09-04
$Faraday Future(FFIE)$
第一品牌卖了多少辆[冷漠]
迷鹿小仙女
08-30
那必须是
$老虎证券(TIGR)$
👀老虎第二季度营收8744万美元,环比增长10.8%,同比增长32.4%,创历史新高。全球开户新增6万,比上季度增长17%。公司总交易额同比增长62.5%至1059亿美元;净入金保持强劲,上半年达到70亿美元,推动客户总资产环比增长16.2%、同比增长121.1%至382亿美元,创历史新高。这么好的成长股,各项指标都很优秀,适合长期持有,一同成长!
@格兰芬多小卖部
迷鹿小仙女
08-22
$Faraday Future(FFIE)$
赌场又开了😂😂😂
迷鹿小仙女
08-20
$Faraday Future(FFIE)$
我会做梦!
迷鹿小仙女
07-12
打翻的颜料盘
迷鹿小仙女
07-08
$方舟健客(06086)$
什么鬼哦😂
迷鹿小仙女
06-28
😂哎呀,我中签了,开心!开盘:脑壳疼啊[喷血] [喷血] [喷血]
迷鹿小仙女
06-28
就是这样简简单单[开心][开心][开心]
迷鹿小仙女
06-27
$Faraday Future(FFIE)$
多涨点,连涨几天之后我好空它😂贾老板从来不会让空头失望[贱笑] [贱笑]
迷鹿小仙女
06-21
Replying to
@我是股神的小腿毛
:这个好方便//
@我是股神的小腿毛
:这个不错 挺实用
迷鹿小仙女
06-21
抽到一个包包[开心]
迷鹿小仙女
06-20
$三倍做多富时中国ETF-Direxion(YINN)$
小酌怡情,改善一下伙食🥱🥱🥱感觉这波还没见底,可以再跌一跌,等前段时间涨的回调完了再买点放进来
去老虎APP查看更多动态
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现在换电站做的最好最成功的当属蔚来,截止1.15日,蔚来总共布局了791座换电站。而它的换电站只面向蔚来车主,车站比从之前的606辆/座降低至204辆/座。当车主驶向换电站时,可以开启自动换电功能,车自己进入换电站,每次换电都会三电自检,并自动进行换电服务,确保整车和电池始终处于最佳状态,这种体验是其他换电站无法可以给的。 而宁德时代的换电站将会面向全部车企,自己生产的电池可以把控电池尺寸的标准,只要车符合这个标准就可以换电。但是每辆车的智能化水平","images":[{"img":"https://static.tigerbbs.com/ea3a446737e8b923e2658b32ed6374b8","width":"1080","height":"338"},{"img":"https://static.tigerbbs.com/6ccd9b6f7500dd09ba0575b9f98efc32","width":"440","height":"1603"},{"img":"https://static.tigerbbs.com/c446f0a093b5d26072307bd708142ada","width":"1884","height":"567"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":75,"commentSize":72,"repostSize":23,"link":"https://laohu8.com/post/697826409","isVote":1,"tweetType":1,"viewCount":21063,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515468275020580","authorId":"3515468275020580","name":"大海六六發","avatar":"https://static.tigerbbs.com/5b2e292f17b9f744f890cfe747f2a309","crmLevel":2,"crmLevelSwitch":1,"idStr":"3515468275020580","authorIdStr":"3515468275020580"},"content":"人性决定人类对速度、高度的追求永无止境。基于对快速的追求,顺丰可以崛起、高铁随时满座、飞机照样客流增长,而绿皮火车没有人再愿意去坐。我是蔚来ES8,我就没有安家充桩,全部都是换电。前几天成都去湖南郴州,往返3000公里,一路换电,真的很爽。往返充电用了160元电费,充电桩有太多不确定因素,比如故障、电流小、排队等。真正电车跑一次长途,就能感受到换电的魅力。看图👇蔚来全国换电站布局,当前795座","text":"人性决定人类对速度、高度的追求永无止境。基于对快速的追求,顺丰可以崛起、高铁随时满座、飞机照样客流增长,而绿皮火车没有人再愿意去坐。我是蔚来ES8,我就没有安家充桩,全部都是换电。前几天成都去湖南郴州,往返3000公里,一路换电,真的很爽。往返充电用了160元电费,充电桩有太多不确定因素,比如故障、电流小、排队等。真正电车跑一次长途,就能感受到换电的魅力。看图👇蔚来全国换电站布局,当前795座","html":"人性决定人类对速度、高度的追求永无止境。基于对快速的追求,顺丰可以崛起、高铁随时满座、飞机照样客流增长,而绿皮火车没有人再愿意去坐。我是蔚来ES8,我就没有安家充桩,全部都是换电。前几天成都去湖南郴州,往返3000公里,一路换电,真的很爽。往返充电用了160元电费,充电桩有太多不确定因素,比如故障、电流小、排队等。真正电车跑一次长途,就能感受到换电的魅力。看图👇蔚来全国换电站布局,当前795座"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":261849903194152,"gmtCreate":1704956180998,"gmtModify":1704962031511,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"title":"载入史册!现货ETF获批,加密行业开启新篇章","htmlText":"比特币历史性里程碑这是比特币历乃至整个加密市场历史中,都值得浓墨重彩的历史性时刻,现货比特币 ETF 终于通过了,比特币翻开了新的一页。通过的 11 支现货比特币 ETF 名单1 月 11 日凌晨 4 时,美国证券交易委员会(SEC)同时通过了 11 支现货比特币 ETF,其中包括:Grayscale Bitcoin Trust <a href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a>Bitwise Bitcoin ETF <a href=\"https://laohu8.com/S/BITB\">$Bitwise Bitcoin ETF(BITB)$</a>Hashdex Bitcoin ETF <a href=\"https://laohu8.com/S/DEFI\">$Hashdex Bitcoin Futures ETF(DEFI)$</a>iShares Bitcoin Trust <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> Valkyrie Bitcoin Fund <a href=\"https://laohu8.com/S/BRRR\">$Valkyrie Bitcoin Fund(BRRR)$</a>ARK 21Shares Bitcoin ETF <a href=\"https://laohu8.com/S/ARKB\">$ARK 21SHARES BITCOIN ETF(ARKB)$</a>Invesco Galaxy Bitcoin ETF <a href=\"https://laohu8.com/S/BTCO\">$Invesco Galaxy Bitcoin ETF(BTCO)$</a>VanEck Bitcoin Tru","listText":"比特币历史性里程碑这是比特币历乃至整个加密市场历史中,都值得浓墨重彩的历史性时刻,现货比特币 ETF 终于通过了,比特币翻开了新的一页。通过的 11 支现货比特币 ETF 名单1 月 11 日凌晨 4 时,美国证券交易委员会(SEC)同时通过了 11 支现货比特币 ETF,其中包括:Grayscale Bitcoin Trust <a href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a>Bitwise Bitcoin ETF <a href=\"https://laohu8.com/S/BITB\">$Bitwise Bitcoin ETF(BITB)$</a>Hashdex Bitcoin ETF <a href=\"https://laohu8.com/S/DEFI\">$Hashdex Bitcoin Futures ETF(DEFI)$</a>iShares Bitcoin Trust <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> Valkyrie Bitcoin Fund <a href=\"https://laohu8.com/S/BRRR\">$Valkyrie Bitcoin Fund(BRRR)$</a>ARK 21Shares Bitcoin ETF <a href=\"https://laohu8.com/S/ARKB\">$ARK 21SHARES BITCOIN ETF(ARKB)$</a>Invesco Galaxy Bitcoin ETF <a href=\"https://laohu8.com/S/BTCO\">$Invesco Galaxy Bitcoin ETF(BTCO)$</a>VanEck Bitcoin Tru","text":"比特币历史性里程碑这是比特币历乃至整个加密市场历史中,都值得浓墨重彩的历史性时刻,现货比特币 ETF 终于通过了,比特币翻开了新的一页。通过的 11 支现货比特币 ETF 名单1 月 11 日凌晨 4 时,美国证券交易委员会(SEC)同时通过了 11 支现货比特币 ETF,其中包括:Grayscale Bitcoin Trust $比特币基金(GBTC)$Bitwise Bitcoin ETF $Bitwise Bitcoin ETF(BITB)$Hashdex Bitcoin ETF $Hashdex Bitcoin Futures ETF(DEFI)$iShares Bitcoin Trust $iShares Bitcoin Trust(IBIT)$ Valkyrie Bitcoin Fund $Valkyrie Bitcoin Fund(BRRR)$ARK 21Shares Bitcoin ETF $ARK 21SHARES BITCOIN ETF(ARKB)$Invesco Galaxy Bitcoin ETF $Invesco Galaxy Bitcoin ETF(BTCO)$VanEck Bitcoin Tru","images":[{"img":"https://static.tigerbbs.com/e1a7cc1cbe5c760e35ddb35539769aef","width":"679","height":"300"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":19,"commentSize":0,"repostSize":5,"link":"https://laohu8.com/post/261849903194152","isVote":1,"tweetType":1,"viewCount":9716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":696480785,"gmtCreate":1640746602893,"gmtModify":1640765966407,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"title":"2021年度复盘——如何从小白沦落至韭菜","htmlText":"写在前面: 机关算尽太聪明,反算了我的money。 一顿操作猛如虎,一看收益亏成狗。 以上算是我今年整体的写照了,接下来,且听我细细道来。 ”入坑“老虎: 今年1月22日,因为要参与快手打新,“被迫”下载了老虎证券,用了之后发现老虎的UI深得我的喜欢,股票交易、社区互动等也很方便,也是从那时起,自己第一次进入了股票圈子,在此之前是完完全全不懂的小白,所以这才沦落为名副其实的韭菜~ 打新收益: 既然是以打新进来,那就说一说打新吧。今年我打了快手、昭衔新药、朝云三个港股,一个都没有中,白白损失了我的打新费用,之后就不再参与。接下来转战美股打新,先后参与了涂鸦、boos、万物新生、满帮、每日优鲜和叮咚买菜,只有涂鸦没有中,其他都中了,中签率还算可以。除了每日优鲜,其他都或多或少的赚了一点点,都在当天晚上卖出去了,弥补了一些些今年我在股市的“巨额”亏损,但是每日优鲜实在是太坑了,当时还参加了充值活动送了一点股,结果损失惨重。。。 ”巨额“亏损: 今年交易了26只股票,大部分都是亏损的。网易、快手、腾讯音乐、猫眼娱乐、平安好医生、蔚来等,都是亏损较多的。高买低卖、低卖高买成了我的常态。 过年期间,因为“你好,李焕英”的爆火我买入了猫眼娱乐,还是太年轻了不懂事呀,之后就遇到大跌,慌乱之下卖了出去,这是我第一支亏损的股票,未曾想,亏损里的股票越来越多。平安好医生、腾讯音乐也基本都在高点买的,风光了一阵之后,断崖式的下跌啊,腰斩都不算什么了,因为没有耐心,又在低点卖了出去。 不要扶我,我还能再亏,蔚来,我反反复复交易了近百次的股票,过年期间40进场,涨到60硬是没有卖,结果3月跌到35的时候卖了,大盘都在跌,心里恐惧没有拿住。10月底来北京出差,那会新能源股热火朝天,特斯拉破万亿市值,小鹏股价突破48,蔚来还在40左右,财报也不好,我心想,可能这就是高点应该不会跌了吧,于是做空了蔚来,没想","listText":"写在前面: 机关算尽太聪明,反算了我的money。 一顿操作猛如虎,一看收益亏成狗。 以上算是我今年整体的写照了,接下来,且听我细细道来。 ”入坑“老虎: 今年1月22日,因为要参与快手打新,“被迫”下载了老虎证券,用了之后发现老虎的UI深得我的喜欢,股票交易、社区互动等也很方便,也是从那时起,自己第一次进入了股票圈子,在此之前是完完全全不懂的小白,所以这才沦落为名副其实的韭菜~ 打新收益: 既然是以打新进来,那就说一说打新吧。今年我打了快手、昭衔新药、朝云三个港股,一个都没有中,白白损失了我的打新费用,之后就不再参与。接下来转战美股打新,先后参与了涂鸦、boos、万物新生、满帮、每日优鲜和叮咚买菜,只有涂鸦没有中,其他都中了,中签率还算可以。除了每日优鲜,其他都或多或少的赚了一点点,都在当天晚上卖出去了,弥补了一些些今年我在股市的“巨额”亏损,但是每日优鲜实在是太坑了,当时还参加了充值活动送了一点股,结果损失惨重。。。 ”巨额“亏损: 今年交易了26只股票,大部分都是亏损的。网易、快手、腾讯音乐、猫眼娱乐、平安好医生、蔚来等,都是亏损较多的。高买低卖、低卖高买成了我的常态。 过年期间,因为“你好,李焕英”的爆火我买入了猫眼娱乐,还是太年轻了不懂事呀,之后就遇到大跌,慌乱之下卖了出去,这是我第一支亏损的股票,未曾想,亏损里的股票越来越多。平安好医生、腾讯音乐也基本都在高点买的,风光了一阵之后,断崖式的下跌啊,腰斩都不算什么了,因为没有耐心,又在低点卖了出去。 不要扶我,我还能再亏,蔚来,我反反复复交易了近百次的股票,过年期间40进场,涨到60硬是没有卖,结果3月跌到35的时候卖了,大盘都在跌,心里恐惧没有拿住。10月底来北京出差,那会新能源股热火朝天,特斯拉破万亿市值,小鹏股价突破48,蔚来还在40左右,财报也不好,我心想,可能这就是高点应该不会跌了吧,于是做空了蔚来,没想","text":"写在前面: 机关算尽太聪明,反算了我的money。 一顿操作猛如虎,一看收益亏成狗。 以上算是我今年整体的写照了,接下来,且听我细细道来。 ”入坑“老虎: 今年1月22日,因为要参与快手打新,“被迫”下载了老虎证券,用了之后发现老虎的UI深得我的喜欢,股票交易、社区互动等也很方便,也是从那时起,自己第一次进入了股票圈子,在此之前是完完全全不懂的小白,所以这才沦落为名副其实的韭菜~ 打新收益: 既然是以打新进来,那就说一说打新吧。今年我打了快手、昭衔新药、朝云三个港股,一个都没有中,白白损失了我的打新费用,之后就不再参与。接下来转战美股打新,先后参与了涂鸦、boos、万物新生、满帮、每日优鲜和叮咚买菜,只有涂鸦没有中,其他都中了,中签率还算可以。除了每日优鲜,其他都或多或少的赚了一点点,都在当天晚上卖出去了,弥补了一些些今年我在股市的“巨额”亏损,但是每日优鲜实在是太坑了,当时还参加了充值活动送了一点股,结果损失惨重。。。 ”巨额“亏损: 今年交易了26只股票,大部分都是亏损的。网易、快手、腾讯音乐、猫眼娱乐、平安好医生、蔚来等,都是亏损较多的。高买低卖、低卖高买成了我的常态。 过年期间,因为“你好,李焕英”的爆火我买入了猫眼娱乐,还是太年轻了不懂事呀,之后就遇到大跌,慌乱之下卖了出去,这是我第一支亏损的股票,未曾想,亏损里的股票越来越多。平安好医生、腾讯音乐也基本都在高点买的,风光了一阵之后,断崖式的下跌啊,腰斩都不算什么了,因为没有耐心,又在低点卖了出去。 不要扶我,我还能再亏,蔚来,我反反复复交易了近百次的股票,过年期间40进场,涨到60硬是没有卖,结果3月跌到35的时候卖了,大盘都在跌,心里恐惧没有拿住。10月底来北京出差,那会新能源股热火朝天,特斯拉破万亿市值,小鹏股价突破48,蔚来还在40左右,财报也不好,我心想,可能这就是高点应该不会跌了吧,于是做空了蔚来,没想","images":[{"img":"https://static.tigerbbs.com/58158908f661add76ea1aee4d7c04671","width":"636","height":"451"},{"img":"https://static.tigerbbs.com/310f8f6612bd5089bd7283c23ad2249d","width":"784","height":"580"},{"img":"https://static.tigerbbs.com/8d50a65e51f37bc58cd481775dacdc3b","width":"1004","height":"1356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":54,"commentSize":51,"repostSize":13,"link":"https://laohu8.com/post/696480785","isVote":1,"tweetType":1,"viewCount":45696,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494373853890812","authorId":"3494373853890812","name":"悦悦小姐姐","avatar":"https://static.tigerbbs.com/f487f0a8c08e9a49795d40c863b51760","crmLevel":3,"crmLevelSwitch":1,"idStr":"3494373853890812","authorIdStr":"3494373853890812"},"content":"原本是1比8的汇率,美元价值更高。美股价格低。现在汇率在反转。美国在转移通货膨胀风险。降低美元价值。汇率,转移给中国。美元贬值,代表原来的公司价值价格要上涨,而人民币升值,那原本100元的股票,实际价值只有80.50块了。因为它升值了。你还冲的挺猛的。小姑娘 [捂脸] [捂脸] [捂脸]","text":"原本是1比8的汇率,美元价值更高。美股价格低。现在汇率在反转。美国在转移通货膨胀风险。降低美元价值。汇率,转移给中国。美元贬值,代表原来的公司价值价格要上涨,而人民币升值,那原本100元的股票,实际价值只有80.50块了。因为它升值了。你还冲的挺猛的。小姑娘 [捂脸] [捂脸] [捂脸]","html":"原本是1比8的汇率,美元价值更高。美股价格低。现在汇率在反转。美国在转移通货膨胀风险。降低美元价值。汇率,转移给中国。美元贬值,代表原来的公司价值价格要上涨,而人民币升值,那原本100元的股票,实际价值只有80.50块了。因为它升值了。你还冲的挺猛的。小姑娘 [捂脸] [捂脸] [捂脸]"}],"imageCount":9,"langContent":"CN","totalScore":0},{"id":603223705,"gmtCreate":1638415447004,"gmtModify":1707102389343,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"title":"你们看好理想吗?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 不知道大家怎么看待理想,迷鹿自己呢是短期看好理想,但是长远了看,并不怎么看好理想,下面说一说我的观点。 看了11月的交付数据,大家都很优秀,小理蔚交付量均破万,而且在财报中我们也看到了理想的净亏损是1520万美元,运营利润率仅仅是-1%,短期来看理想的这个数据非常了不起,不管是小鹏还是蔚来亏损的都是巨额数字,但是理想为什么就差一点就可以盈利了呢? 我们思考一下,理想为什么可以省钱,最最重要的一点我觉得是它没有去自建补能体系,补能体系的建设是需要大量的财力物力和人力的,理想现在的车型理想one以及明年的理想x01都是增程式的车型,并不怎么需要充电,但是理想2023年开始发布纯电平台之后,没有好的充换电网络,而是去选择和第三方充电桩进行合作,这样用户的充电体验肯定没有特斯拉小鹏蔚来这三个自建充换电体系的车企好。到时候如果理想后知后觉开始自建充换电网络体系,不仅在布局上","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 不知道大家怎么看待理想,迷鹿自己呢是短期看好理想,但是长远了看,并不怎么看好理想,下面说一说我的观点。 看了11月的交付数据,大家都很优秀,小理蔚交付量均破万,而且在财报中我们也看到了理想的净亏损是1520万美元,运营利润率仅仅是-1%,短期来看理想的这个数据非常了不起,不管是小鹏还是蔚来亏损的都是巨额数字,但是理想为什么就差一点就可以盈利了呢? 我们思考一下,理想为什么可以省钱,最最重要的一点我觉得是它没有去自建补能体系,补能体系的建设是需要大量的财力物力和人力的,理想现在的车型理想one以及明年的理想x01都是增程式的车型,并不怎么需要充电,但是理想2023年开始发布纯电平台之后,没有好的充换电网络,而是去选择和第三方充电桩进行合作,这样用户的充电体验肯定没有特斯拉小鹏蔚来这三个自建充换电体系的车企好。到时候如果理想后知后觉开始自建充换电网络体系,不仅在布局上","text":"$理想汽车(LI)$ $理想汽车-W(02015)$ $特斯拉(TSLA)$ $小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ $蔚来(NIO)$ 不知道大家怎么看待理想,迷鹿自己呢是短期看好理想,但是长远了看,并不怎么看好理想,下面说一说我的观点。 看了11月的交付数据,大家都很优秀,小理蔚交付量均破万,而且在财报中我们也看到了理想的净亏损是1520万美元,运营利润率仅仅是-1%,短期来看理想的这个数据非常了不起,不管是小鹏还是蔚来亏损的都是巨额数字,但是理想为什么就差一点就可以盈利了呢? 我们思考一下,理想为什么可以省钱,最最重要的一点我觉得是它没有去自建补能体系,补能体系的建设是需要大量的财力物力和人力的,理想现在的车型理想one以及明年的理想x01都是增程式的车型,并不怎么需要充电,但是理想2023年开始发布纯电平台之后,没有好的充换电网络,而是去选择和第三方充电桩进行合作,这样用户的充电体验肯定没有特斯拉小鹏蔚来这三个自建充换电体系的车企好。到时候如果理想后知后觉开始自建充换电网络体系,不仅在布局上","images":[{"img":"https://static.tigerbbs.com/7136dbf0f1b6cf724b2ff007a26aeb62","width":"960","height":"1881"},{"img":"https://static.tigerbbs.com/5194b8fd7e423a901316db262630df06","width":"401","height":"778"},{"img":"https://static.tigerbbs.com/821157efdee05231355c22ae1157e988","width":"750","height":"1580"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":21,"commentSize":57,"repostSize":2,"link":"https://laohu8.com/post/603223705","isVote":1,"tweetType":1,"viewCount":27704,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561016850081433","authorId":"3561016850081433","name":"老娘成都","avatar":"https://static.tigerbbs.com/ecdb69340cb89ffbb3566f08ebc54711","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561016850081433","authorIdStr":"3561016850081433"},"content":"你大概没有用过电车。现在我的特斯拉车,都去公共充电网络充电,不用刻意去特斯拉超冲站。充电时间都一样。反而理想不自建充电桩是聪明的。","text":"你大概没有用过电车。现在我的特斯拉车,都去公共充电网络充电,不用刻意去特斯拉超冲站。充电时间都一样。反而理想不自建充电桩是聪明的。","html":"你大概没有用过电车。现在我的特斯拉车,都去公共充电网络充电,不用刻意去特斯拉超冲站。充电时间都一样。反而理想不自建充电桩是聪明的。"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":605323887,"gmtCreate":1639117085999,"gmtModify":1639118947457,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>还是我之前说的,能够自己建设补能体系的企业都是好企业,便捷的补能体系是公司发展前景向好的表现,蔚来充换电体系确实给其他新能源车企提供了一个发展思路,不过前提是你要舍得花钱,舍得给车主花钱[开心] [开心] [开心] 另外说个数据上海的加油站大概有800多个,现在蔚来换电站有60个,按照计划明年应该会增加到120个,然而上海油电车的比例将近200:1,以后可能去加油站要排队,而自己的小区已经是电区房了哈哈哈哈","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>还是我之前说的,能够自己建设补能体系的企业都是好企业,便捷的补能体系是公司发展前景向好的表现,蔚来充换电体系确实给其他新能源车企提供了一个发展思路,不过前提是你要舍得花钱,舍得给车主花钱[开心] [开心] [开心] 另外说个数据上海的加油站大概有800多个,现在蔚来换电站有60个,按照计划明年应该会增加到120个,然而上海油电车的比例将近200:1,以后可能去加油站要排队,而自己的小区已经是电区房了哈哈哈哈","text":"$蔚来(NIO)$还是我之前说的,能够自己建设补能体系的企业都是好企业,便捷的补能体系是公司发展前景向好的表现,蔚来充换电体系确实给其他新能源车企提供了一个发展思路,不过前提是你要舍得花钱,舍得给车主花钱[开心] [开心] [开心] 另外说个数据上海的加油站大概有800多个,现在蔚来换电站有60个,按照计划明年应该会增加到120个,然而上海油电车的比例将近200:1,以后可能去加油站要排队,而自己的小区已经是电区房了哈哈哈哈","images":[{"img":"https://static.tigerbbs.com/908c22d3e0ecdc8834f6a5f284109d65","width":"802","height":"16376"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":29,"commentSize":29,"repostSize":0,"link":"https://laohu8.com/post/605323887","isVote":1,"tweetType":1,"viewCount":25295,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000313","authorId":"9000000000000313","name":"德迈metro","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000313","authorIdStr":"9000000000000313"},"content":"总市值 542亿 流通市值 436亿 总股本 15.91亿 流通股本 12.79亿 52周最高 66.99 52周最低 29.66 市盈率 -33.92 市净率 14.12 股息 0 股息收益率 0.00% ROA -3.61% ROE -47.19% 每股收益 -1.00,经营数据来看,还是不怎么好。","text":"总市值 542亿 流通市值 436亿 总股本 15.91亿 流通股本 12.79亿 52周最高 66.99 52周最低 29.66 市盈率 -33.92 市净率 14.12 股息 0 股息收益率 0.00% ROA -3.61% ROE -47.19% 每股收益 -1.00,经营数据来看,还是不怎么好。","html":"总市值 542亿 流通市值 436亿 总股本 15.91亿 流通股本 12.79亿 52周最高 66.99 52周最低 29.66 市盈率 -33.92 市净率 14.12 股息 0 股息收益率 0.00% ROA -3.61% ROE -47.19% 每股收益 -1.00,经营数据来看,还是不怎么好。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871343646,"gmtCreate":1637029414081,"gmtModify":1707102389426,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"title":"小鹏新商标,新车型能助力股票大涨吗?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 将在18日广州车展举行全新品牌发布会,据悉将更换品牌LOGO,以及发布全新的中大型高端SUV小鹏G9。 看着这个新LOGO不禁让我想起了小米年初的发布会,邀请日本设计师耗时三年设计的新logo,网友都说雷军被骗了。这次小鹏的新logo,把X左右两侧的上下部分做了连接,有点像小鹏飞行汽车的机翼部分,新的商标暗示了小鹏之后的发展方向,一个新的大鹏展翅鸟即将起飞。 但是我觉得旧的商标更好看呐!何小鹏这次感觉也被骗了哈哈哈哈。说好的中国人不骗中国人呢? 那我们再来说一说新车G9,这次新车肯定就会用上新的商标了,而且新车会搭载XPILOT 4.0自动辅助驾驶,之前的1024科技日上已经提前透露了:两颗 Orin-X 芯片,算力达到 508 TOPS,800 万像素前视双目摄像头,周身感知摄像头为 290 万像素,自动驾驶域控制器全面升级:高度集成、可拓展的自动驾驶域控制器;通讯速度升级至千兆以太。车内的空间嘛,肯定就是中大型SUV的样子了,像P5的观影空间啊,小冰箱啊肯定都会有,还有高端一些的空气悬架等硬件设施肯定也会搭载。 这很明显G9就是对标<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>理想one和","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 将在18日广州车展举行全新品牌发布会,据悉将更换品牌LOGO,以及发布全新的中大型高端SUV小鹏G9。 看着这个新LOGO不禁让我想起了小米年初的发布会,邀请日本设计师耗时三年设计的新logo,网友都说雷军被骗了。这次小鹏的新logo,把X左右两侧的上下部分做了连接,有点像小鹏飞行汽车的机翼部分,新的商标暗示了小鹏之后的发展方向,一个新的大鹏展翅鸟即将起飞。 但是我觉得旧的商标更好看呐!何小鹏这次感觉也被骗了哈哈哈哈。说好的中国人不骗中国人呢? 那我们再来说一说新车G9,这次新车肯定就会用上新的商标了,而且新车会搭载XPILOT 4.0自动辅助驾驶,之前的1024科技日上已经提前透露了:两颗 Orin-X 芯片,算力达到 508 TOPS,800 万像素前视双目摄像头,周身感知摄像头为 290 万像素,自动驾驶域控制器全面升级:高度集成、可拓展的自动驾驶域控制器;通讯速度升级至千兆以太。车内的空间嘛,肯定就是中大型SUV的样子了,像P5的观影空间啊,小冰箱啊肯定都会有,还有高端一些的空气悬架等硬件设施肯定也会搭载。 这很明显G9就是对标<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>理想one和","text":"$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 将在18日广州车展举行全新品牌发布会,据悉将更换品牌LOGO,以及发布全新的中大型高端SUV小鹏G9。 看着这个新LOGO不禁让我想起了小米年初的发布会,邀请日本设计师耗时三年设计的新logo,网友都说雷军被骗了。这次小鹏的新logo,把X左右两侧的上下部分做了连接,有点像小鹏飞行汽车的机翼部分,新的商标暗示了小鹏之后的发展方向,一个新的大鹏展翅鸟即将起飞。 但是我觉得旧的商标更好看呐!何小鹏这次感觉也被骗了哈哈哈哈。说好的中国人不骗中国人呢? 那我们再来说一说新车G9,这次新车肯定就会用上新的商标了,而且新车会搭载XPILOT 4.0自动辅助驾驶,之前的1024科技日上已经提前透露了:两颗 Orin-X 芯片,算力达到 508 TOPS,800 万像素前视双目摄像头,周身感知摄像头为 290 万像素,自动驾驶域控制器全面升级:高度集成、可拓展的自动驾驶域控制器;通讯速度升级至千兆以太。车内的空间嘛,肯定就是中大型SUV的样子了,像P5的观影空间啊,小冰箱啊肯定都会有,还有高端一些的空气悬架等硬件设施肯定也会搭载。 这很明显G9就是对标$理想汽车(LI)$$理想汽车-W(02015)$理想one和","images":[{"img":"https://static.tigerbbs.com/b68253659ec5d09cd6c359f7a26b3994","width":"1125","height":"2436"},{"img":"https://static.tigerbbs.com/c0aa33a289ffc65df44d56eb73b98d97","width":"252","height":"252"},{"img":"https://static.tigerbbs.com/f549a743f25a2e8787b63816a23c2164","width":"484","height":"308"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":22,"commentSize":31,"repostSize":0,"link":"https://laohu8.com/post/871343646","isVote":1,"tweetType":1,"viewCount":23380,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000481","authorId":"9000000000000481","name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000481","authorIdStr":"9000000000000481"},"content":"你最后说的话比较得人心,造车新势力想要站得稳,不仅需要新造型新技术,更需要脚踏实地,提高产能,在小细节上做的更好。只有这样才有更多的消费者买单,股票才能大涨!","text":"你最后说的话比较得人心,造车新势力想要站得稳,不仅需要新造型新技术,更需要脚踏实地,提高产能,在小细节上做的更好。只有这样才有更多的消费者买单,股票才能大涨!","html":"你最后说的话比较得人心,造车新势力想要站得稳,不仅需要新造型新技术,更需要脚踏实地,提高产能,在小细节上做的更好。只有这样才有更多的消费者买单,股票才能大涨!"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":687111414,"gmtCreate":1660808098396,"gmtModify":1660895925871,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"title":"面对严峻的用电形式,电动车企们能怎么做?","htmlText":"这几天看到了全国很多地方因为天气炎热,水电严重不足,有些地区已经开启限电的措施了。挺触目惊心的。联想到蔚来在上个月的NIO Power Day的一些东西,今天来和大家谈谈我的一些关于电网和电动汽车的一些思考。汽车有一个特点是90%的时候是停着的,那么电动汽车在停放的时候是不是可以发挥更强的对电网的调节作用?蔚来首先,蔚来是全国首家组织规模化用户参与电网需求响应的车企。在电网电多的时候,有削峰填谷的需求,蔚来可以轻松组织车主在特定时间充电帮助电网平衡,在这个时间点来充电,可以给车主额外的补贴,充电更加便宜,车主也可以获得蔚来给予的积分用来在蔚来商城换取东西。第二个,蔚来也在探索V2G双向充电桩,低充高放。白天把车停在某个地方,就相当于一台发电机,可以反向供电给电网。第三个,双向换电站,进一步探索加电设施的电网互动。普通换电站只能够把电从电网单向的充到电池里,给用户换电。双向换电站可以把站内的电池,里面的电量反向的送到电网,如果换电站里有13块100度的电池,相当于这个换电站是一个拥有1300度电的储能装置。可以对电网起到很好的调节作用。以更低的成本去建设更多的换电站,对用户和电网都有好处。现在在西安已经有了双向换电站,在需要支持电网的时候,反向供电给电网,还能够赚钱。蔚来的第三代换电站研发也非常顺利,还可以与超快充技术进行配合,每一个换电站都是一个储能点,设想一下,以后的换电站如果再用上太阳能储电技术,这会对用户和电网带来非常多的正效益。第四个,错峰充电。在电价最低的时候,把所有电池充满;在用电高峰期,在电价最贵的时候尽量的去少充电,又不耽误下个时间点用户的换电。蔚来也会在清洁能源较多的省份,开展车跟电网的互动。以更高的效率,花更少的电去充电或换电,必要时也会反向供电给电网,造福社会,消纳更多的清洁能源,助力国家达到双碳目标。小鹏前几天小鹏刚刚发布了S4超快充,峰值功率可以达","listText":"这几天看到了全国很多地方因为天气炎热,水电严重不足,有些地区已经开启限电的措施了。挺触目惊心的。联想到蔚来在上个月的NIO Power Day的一些东西,今天来和大家谈谈我的一些关于电网和电动汽车的一些思考。汽车有一个特点是90%的时候是停着的,那么电动汽车在停放的时候是不是可以发挥更强的对电网的调节作用?蔚来首先,蔚来是全国首家组织规模化用户参与电网需求响应的车企。在电网电多的时候,有削峰填谷的需求,蔚来可以轻松组织车主在特定时间充电帮助电网平衡,在这个时间点来充电,可以给车主额外的补贴,充电更加便宜,车主也可以获得蔚来给予的积分用来在蔚来商城换取东西。第二个,蔚来也在探索V2G双向充电桩,低充高放。白天把车停在某个地方,就相当于一台发电机,可以反向供电给电网。第三个,双向换电站,进一步探索加电设施的电网互动。普通换电站只能够把电从电网单向的充到电池里,给用户换电。双向换电站可以把站内的电池,里面的电量反向的送到电网,如果换电站里有13块100度的电池,相当于这个换电站是一个拥有1300度电的储能装置。可以对电网起到很好的调节作用。以更低的成本去建设更多的换电站,对用户和电网都有好处。现在在西安已经有了双向换电站,在需要支持电网的时候,反向供电给电网,还能够赚钱。蔚来的第三代换电站研发也非常顺利,还可以与超快充技术进行配合,每一个换电站都是一个储能点,设想一下,以后的换电站如果再用上太阳能储电技术,这会对用户和电网带来非常多的正效益。第四个,错峰充电。在电价最低的时候,把所有电池充满;在用电高峰期,在电价最贵的时候尽量的去少充电,又不耽误下个时间点用户的换电。蔚来也会在清洁能源较多的省份,开展车跟电网的互动。以更高的效率,花更少的电去充电或换电,必要时也会反向供电给电网,造福社会,消纳更多的清洁能源,助力国家达到双碳目标。小鹏前几天小鹏刚刚发布了S4超快充,峰值功率可以达","text":"这几天看到了全国很多地方因为天气炎热,水电严重不足,有些地区已经开启限电的措施了。挺触目惊心的。联想到蔚来在上个月的NIO Power Day的一些东西,今天来和大家谈谈我的一些关于电网和电动汽车的一些思考。汽车有一个特点是90%的时候是停着的,那么电动汽车在停放的时候是不是可以发挥更强的对电网的调节作用?蔚来首先,蔚来是全国首家组织规模化用户参与电网需求响应的车企。在电网电多的时候,有削峰填谷的需求,蔚来可以轻松组织车主在特定时间充电帮助电网平衡,在这个时间点来充电,可以给车主额外的补贴,充电更加便宜,车主也可以获得蔚来给予的积分用来在蔚来商城换取东西。第二个,蔚来也在探索V2G双向充电桩,低充高放。白天把车停在某个地方,就相当于一台发电机,可以反向供电给电网。第三个,双向换电站,进一步探索加电设施的电网互动。普通换电站只能够把电从电网单向的充到电池里,给用户换电。双向换电站可以把站内的电池,里面的电量反向的送到电网,如果换电站里有13块100度的电池,相当于这个换电站是一个拥有1300度电的储能装置。可以对电网起到很好的调节作用。以更低的成本去建设更多的换电站,对用户和电网都有好处。现在在西安已经有了双向换电站,在需要支持电网的时候,反向供电给电网,还能够赚钱。蔚来的第三代换电站研发也非常顺利,还可以与超快充技术进行配合,每一个换电站都是一个储能点,设想一下,以后的换电站如果再用上太阳能储电技术,这会对用户和电网带来非常多的正效益。第四个,错峰充电。在电价最低的时候,把所有电池充满;在用电高峰期,在电价最贵的时候尽量的去少充电,又不耽误下个时间点用户的换电。蔚来也会在清洁能源较多的省份,开展车跟电网的互动。以更高的效率,花更少的电去充电或换电,必要时也会反向供电给电网,造福社会,消纳更多的清洁能源,助力国家达到双碳目标。小鹏前几天小鹏刚刚发布了S4超快充,峰值功率可以达","images":[{"img":"https://static.tigerbbs.com/7d48b3ad33448816c8533a932dea1a94","width":"2436","height":"1125"},{"img":"https://static.tigerbbs.com/f26d30ee55d11cdca846bce3cc6bea0d","width":"1125","height":"13375"},{"img":"https://static.tigerbbs.com/d8a3a90157893640cf7838dd39ff49df","width":"2436","height":"1125"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":33,"commentSize":15,"repostSize":3,"link":"https://laohu8.com/post/687111414","isVote":1,"tweetType":1,"viewCount":52456,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000481","authorId":"9000000000000481","name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000481","authorIdStr":"9000000000000481"},"content":"能看得出来,你对蔚来是相当相当的看好","text":"能看得出来,你对蔚来是相当相当的看好","html":"能看得出来,你对蔚来是相当相当的看好"}],"imageCount":9,"langContent":"CN","totalScore":0},{"id":293648521379904,"gmtCreate":1712714886120,"gmtModify":1712715050151,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"title":"正式复婚!暴雪还是忘不了网易","htmlText":"今天(4月10日),被称为“保密度极高”,但早已被传得无人不知的「秘密」终于被公开。 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>网易与暴雪中国正式发布公告,确认双方再次达成合作,将会把《魔兽世界》等暴雪旗下游戏重新带回中国大陆,目前国服开服时间尚未公布。同时网易将会与微软游戏展开更广泛的合作,尝试将新的网易游戏带到Xbox以及其他平台。而到这里,各种段子梗图,连载故事也终于可以告一段落了。据相关知情人士刘九表示,网易与暴雪“复婚”这事,去年就已经基本敲定,但因为暴雪刚接受收购,内部业务重组需要时间,整体落地流程偏慢。即便如今双方官宣了,暴雪游戏的重新上线,可能也得等到下半年以后。刘九认为对于现在的暴雪和网易来说,这个合作就是个锦上添花的事,有当然很好,但没有也不会致命。因为中国市场对于暴雪而言,虽然有一定的增量,但也不多,基本盘还是欧美。再加上暴雪刚被微软收购,内部需要磨合的事情有很多,所以短期也没有业绩上的过多期待和压力。而对于网易来说,就更不着急了。因为暴雪中国所有游戏加起来,可能都没有网易内部近年来单款头部产品的盘子大。网易并不是急需暴雪回归来支撑其产品线。刘九告诉葡萄君:“暴雪游戏的中国市场,已经不是双方业务现今的焦点了。魔兽、星际、暗黑、守望......这些IP已不再是时代的宠儿,甚至可以说是上时代的东西了。可能老玩家还会有些情怀在,把这事看得很重,但对更广大的新玩家而言,复不复婚,也就这么回事儿吧。”是啊,其实去年网易总部园区里的「血吼」被直播砸烂、拆除,换成《永劫无间》斩马刀的那个时刻,我就感觉","listText":"今天(4月10日),被称为“保密度极高”,但早已被传得无人不知的「秘密」终于被公开。 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>网易与暴雪中国正式发布公告,确认双方再次达成合作,将会把《魔兽世界》等暴雪旗下游戏重新带回中国大陆,目前国服开服时间尚未公布。同时网易将会与微软游戏展开更广泛的合作,尝试将新的网易游戏带到Xbox以及其他平台。而到这里,各种段子梗图,连载故事也终于可以告一段落了。据相关知情人士刘九表示,网易与暴雪“复婚”这事,去年就已经基本敲定,但因为暴雪刚接受收购,内部业务重组需要时间,整体落地流程偏慢。即便如今双方官宣了,暴雪游戏的重新上线,可能也得等到下半年以后。刘九认为对于现在的暴雪和网易来说,这个合作就是个锦上添花的事,有当然很好,但没有也不会致命。因为中国市场对于暴雪而言,虽然有一定的增量,但也不多,基本盘还是欧美。再加上暴雪刚被微软收购,内部需要磨合的事情有很多,所以短期也没有业绩上的过多期待和压力。而对于网易来说,就更不着急了。因为暴雪中国所有游戏加起来,可能都没有网易内部近年来单款头部产品的盘子大。网易并不是急需暴雪回归来支撑其产品线。刘九告诉葡萄君:“暴雪游戏的中国市场,已经不是双方业务现今的焦点了。魔兽、星际、暗黑、守望......这些IP已不再是时代的宠儿,甚至可以说是上时代的东西了。可能老玩家还会有些情怀在,把这事看得很重,但对更广大的新玩家而言,复不复婚,也就这么回事儿吧。”是啊,其实去年网易总部园区里的「血吼」被直播砸烂、拆除,换成《永劫无间》斩马刀的那个时刻,我就感觉","text":"今天(4月10日),被称为“保密度极高”,但早已被传得无人不知的「秘密」终于被公开。 $网易(NTES)$ $网易-S(09999)$ $微软(MSFT)$网易与暴雪中国正式发布公告,确认双方再次达成合作,将会把《魔兽世界》等暴雪旗下游戏重新带回中国大陆,目前国服开服时间尚未公布。同时网易将会与微软游戏展开更广泛的合作,尝试将新的网易游戏带到Xbox以及其他平台。而到这里,各种段子梗图,连载故事也终于可以告一段落了。据相关知情人士刘九表示,网易与暴雪“复婚”这事,去年就已经基本敲定,但因为暴雪刚接受收购,内部业务重组需要时间,整体落地流程偏慢。即便如今双方官宣了,暴雪游戏的重新上线,可能也得等到下半年以后。刘九认为对于现在的暴雪和网易来说,这个合作就是个锦上添花的事,有当然很好,但没有也不会致命。因为中国市场对于暴雪而言,虽然有一定的增量,但也不多,基本盘还是欧美。再加上暴雪刚被微软收购,内部需要磨合的事情有很多,所以短期也没有业绩上的过多期待和压力。而对于网易来说,就更不着急了。因为暴雪中国所有游戏加起来,可能都没有网易内部近年来单款头部产品的盘子大。网易并不是急需暴雪回归来支撑其产品线。刘九告诉葡萄君:“暴雪游戏的中国市场,已经不是双方业务现今的焦点了。魔兽、星际、暗黑、守望......这些IP已不再是时代的宠儿,甚至可以说是上时代的东西了。可能老玩家还会有些情怀在,把这事看得很重,但对更广大的新玩家而言,复不复婚,也就这么回事儿吧。”是啊,其实去年网易总部园区里的「血吼」被直播砸烂、拆除,换成《永劫无间》斩马刀的那个时刻,我就感觉","images":[{"img":"https://static.tigerbbs.com/2fa571437cacacdaaa87ace23758de92","width":"1080","height":"720"},{"img":"https://static.tigerbbs.com/70226045054c68a36f9879a019e683d7","width":"690","height":"932"},{"img":"https://static.tigerbbs.com/1b155e1aea4c0df6f3051954a58a60a6","width":"640","height":"902"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":6,"repostSize":4,"link":"https://laohu8.com/post/293648521379904","isVote":1,"tweetType":1,"viewCount":10428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000625","authorId":"9000000000000625","name":"骑母猪闯红灯","avatar":"https://static.tigerbbs.com/755733cbc3b26020a558f49d6dcb6fc4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000625","authorIdStr":"9000000000000625"},"content":"暴雪是不是退市了?没有看到他的股票交易信息了","text":"暴雪是不是退市了?没有看到他的股票交易信息了","html":"暴雪是不是退市了?没有看到他的股票交易信息了"}],"imageCount":6,"langContent":"CN","totalScore":0},{"id":845507799,"gmtCreate":1636347630186,"gmtModify":1636360548567,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>我觉得作为特斯拉最大竞争对手来看还为时过早,只做皮卡🛻显然不能撼动特斯拉行业老大的地位,但一定会对特斯拉形成有力冲击。 如果未来能够涉及到轿车跑车suv等家庭用车领域,倒是可以和老大哥掰掰手腕。另外特斯拉不仅是汽车公司,它还是清洁能源公司,机器人公司,自动驾驶公司,电力补能公司(可能还会涉足保险领域,成为保险公司?哈哈哈哈不知道),很长一段时间内仍然看不到一家汽车公司能够撼动它在汽车市场的地位。 Rivian的上市以及马斯克可能会出售的特斯拉股票,是否会让价格高估的特斯拉(一个电车公司的总市值超过车企里市值排名2~10之和就很离谱)继续创造市值高点还是下跌到合理的估值,让我们拭目以待~","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>我觉得作为特斯拉最大竞争对手来看还为时过早,只做皮卡🛻显然不能撼动特斯拉行业老大的地位,但一定会对特斯拉形成有力冲击。 如果未来能够涉及到轿车跑车suv等家庭用车领域,倒是可以和老大哥掰掰手腕。另外特斯拉不仅是汽车公司,它还是清洁能源公司,机器人公司,自动驾驶公司,电力补能公司(可能还会涉足保险领域,成为保险公司?哈哈哈哈不知道),很长一段时间内仍然看不到一家汽车公司能够撼动它在汽车市场的地位。 Rivian的上市以及马斯克可能会出售的特斯拉股票,是否会让价格高估的特斯拉(一个电车公司的总市值超过车企里市值排名2~10之和就很离谱)继续创造市值高点还是下跌到合理的估值,让我们拭目以待~","text":"$Rivian Automotive, Inc.(RIVN)$我觉得作为特斯拉最大竞争对手来看还为时过早,只做皮卡🛻显然不能撼动特斯拉行业老大的地位,但一定会对特斯拉形成有力冲击。 如果未来能够涉及到轿车跑车suv等家庭用车领域,倒是可以和老大哥掰掰手腕。另外特斯拉不仅是汽车公司,它还是清洁能源公司,机器人公司,自动驾驶公司,电力补能公司(可能还会涉足保险领域,成为保险公司?哈哈哈哈不知道),很长一段时间内仍然看不到一家汽车公司能够撼动它在汽车市场的地位。 Rivian的上市以及马斯克可能会出售的特斯拉股票,是否会让价格高估的特斯拉(一个电车公司的总市值超过车企里市值排名2~10之和就很离谱)继续创造市值高点还是下跌到合理的估值,让我们拭目以待~","images":[{"img":"https://static.tigerbbs.com/76f0826865e68acd925a371853996c36","width":"1849","height":"760"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":5,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/845507799","isVote":1,"tweetType":1,"viewCount":15876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000313","authorId":"9000000000000313","name":"德迈metro","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000313","authorIdStr":"9000000000000313"},"content":"$Rivian Automotive, Inc.(RIVN)$ 应该是本年度最值得关注的新股了,没有之一。","text":"$Rivian Automotive, Inc.(RIVN)$ 应该是本年度最值得关注的新股了,没有之一。","html":"$Rivian Automotive, Inc.(RIVN)$ 应该是本年度最值得关注的新股了,没有之一。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":660065961,"gmtCreate":1661328340256,"gmtModify":1661579040228,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02306\">$乐华娱乐(02306)$</a>为了韩庚,王一博,吴宣仪,程潇,黄明昊,朱正廷冲了!比较看好乐华的艺人管理。乐华主营艺人管理、音乐ip制作及运营、泛娱乐业务。而艺人管理又是乐华最大的收入来源,从练习生的选拔培训,到出道成团,艺人活动宣传运营,可谓是覆盖了艺人的出道前到出道后。这种紧密的联系合作模式,可以让旗下的艺人在出道后有更好的归属感,不容易流失艺人的同时,也可以自己去培养不同类型的艺人。而艺人矩阵搭造好,就可以向泛娱乐化方向发展,在疫情反复的今天,虚拟艺人,盲盒手办,线上演唱会等,都有着不错的发展潜力。粉丝经济是不可忽视的一大要点。最后,乐华能够走出国内,走向世界,说明我们的娱乐文化有着非常广阔的前景,文化自信伴随着大国崛起,我们日益走向世界舞台的中心。为乐华打call,为中国打call!","listText":"<a href=\"https://laohu8.com/S/02306\">$乐华娱乐(02306)$</a>为了韩庚,王一博,吴宣仪,程潇,黄明昊,朱正廷冲了!比较看好乐华的艺人管理。乐华主营艺人管理、音乐ip制作及运营、泛娱乐业务。而艺人管理又是乐华最大的收入来源,从练习生的选拔培训,到出道成团,艺人活动宣传运营,可谓是覆盖了艺人的出道前到出道后。这种紧密的联系合作模式,可以让旗下的艺人在出道后有更好的归属感,不容易流失艺人的同时,也可以自己去培养不同类型的艺人。而艺人矩阵搭造好,就可以向泛娱乐化方向发展,在疫情反复的今天,虚拟艺人,盲盒手办,线上演唱会等,都有着不错的发展潜力。粉丝经济是不可忽视的一大要点。最后,乐华能够走出国内,走向世界,说明我们的娱乐文化有着非常广阔的前景,文化自信伴随着大国崛起,我们日益走向世界舞台的中心。为乐华打call,为中国打call!","text":"$乐华娱乐(02306)$为了韩庚,王一博,吴宣仪,程潇,黄明昊,朱正廷冲了!比较看好乐华的艺人管理。乐华主营艺人管理、音乐ip制作及运营、泛娱乐业务。而艺人管理又是乐华最大的收入来源,从练习生的选拔培训,到出道成团,艺人活动宣传运营,可谓是覆盖了艺人的出道前到出道后。这种紧密的联系合作模式,可以让旗下的艺人在出道后有更好的归属感,不容易流失艺人的同时,也可以自己去培养不同类型的艺人。而艺人矩阵搭造好,就可以向泛娱乐化方向发展,在疫情反复的今天,虚拟艺人,盲盒手办,线上演唱会等,都有着不错的发展潜力。粉丝经济是不可忽视的一大要点。最后,乐华能够走出国内,走向世界,说明我们的娱乐文化有着非常广阔的前景,文化自信伴随着大国崛起,我们日益走向世界舞台的中心。为乐华打call,为中国打call!","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":28,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/660065961","isVote":1,"tweetType":1,"viewCount":40421,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000481","authorId":"9000000000000481","name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000481","authorIdStr":"9000000000000481"},"content":"我很喜欢乐华娱乐里面的明星,但是股票还是不敢买","text":"我很喜欢乐华娱乐里面的明星,但是股票还是不敢买","html":"我很喜欢乐华娱乐里面的明星,但是股票还是不敢买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247037321769032,"gmtCreate":1701335974425,"gmtModify":1701336155764,"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574401099717599","authorIdStr":"3574401099717599"},"themes":[],"title":"阿里是如何被“杀疯了”的拼多多追上的?","htmlText":"拼多多的Q3财报「杀疯了」,甚至刺激到了马云现身阿里内网发帖,这倒是没想到的。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 马老师看似不在江湖,却又无往不在江湖之中,这是他的禀赋所致,这不前几天刚上热搜,只因被发现他的名下新注册了一家食品公司,「马云和资本进军预制菜赛道」的标题立刻刷屏。当然,被这么盯着也不是坏事,马老师以前过于放飞自我,很大程度上也是因为被盯得太少了,或者说阿里的人也不太敢盯他老人家。马老师在内网说了什么呢,主要还是被拼多多的市值给吓到了,大涨之后的拼多多距离阿里只有不到100亿美元的差距了,眼看着自己亲手打下的电商江山就要改朝换代,马老师内心不忿,很正常。于是马老师就在员工不无沮丧的帖子里——「那个看不起眼的砍一刀,快成老大哥了」——回复祝贺了拼多多,也扔下了「谁都牛x过、阿里会变、会改」的笃定之语。据说阿里员工们的回帖还是比较有凝聚力的,既然老板都带头称赞竞争对手了,对于拼多多这些年的崛起,在一线拼杀的淘天员工恐怕更知冷暖。事实上,如果以2020年为分界线,在那之前的拼多多,还能归因于找到了阿里遗漏的用户群体,也就是所谓的下沉市场——用微信的MAU减去淘宝的MAU——这些消费者想买以及能买的东西,在淘天系统里是没有的。但在2020年后,其实就很难再用「消费降级」这种简单的结论来总结拼多多了,只是廉价市场的生意,也支撑不了一家超过千亿美金市值的公司,这个时间之后,拼多多做的事情,其实都是阿里该做而没做——或者晚做——的事情。比如去重组供应链,比如找工厂谈直供,比如去最值钱的北美市场","listText":"拼多多的Q3财报「杀疯了」,甚至刺激到了马云现身阿里内网发帖,这倒是没想到的。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 马老师看似不在江湖,却又无往不在江湖之中,这是他的禀赋所致,这不前几天刚上热搜,只因被发现他的名下新注册了一家食品公司,「马云和资本进军预制菜赛道」的标题立刻刷屏。当然,被这么盯着也不是坏事,马老师以前过于放飞自我,很大程度上也是因为被盯得太少了,或者说阿里的人也不太敢盯他老人家。马老师在内网说了什么呢,主要还是被拼多多的市值给吓到了,大涨之后的拼多多距离阿里只有不到100亿美元的差距了,眼看着自己亲手打下的电商江山就要改朝换代,马老师内心不忿,很正常。于是马老师就在员工不无沮丧的帖子里——「那个看不起眼的砍一刀,快成老大哥了」——回复祝贺了拼多多,也扔下了「谁都牛x过、阿里会变、会改」的笃定之语。据说阿里员工们的回帖还是比较有凝聚力的,既然老板都带头称赞竞争对手了,对于拼多多这些年的崛起,在一线拼杀的淘天员工恐怕更知冷暖。事实上,如果以2020年为分界线,在那之前的拼多多,还能归因于找到了阿里遗漏的用户群体,也就是所谓的下沉市场——用微信的MAU减去淘宝的MAU——这些消费者想买以及能买的东西,在淘天系统里是没有的。但在2020年后,其实就很难再用「消费降级」这种简单的结论来总结拼多多了,只是廉价市场的生意,也支撑不了一家超过千亿美金市值的公司,这个时间之后,拼多多做的事情,其实都是阿里该做而没做——或者晚做——的事情。比如去重组供应链,比如找工厂谈直供,比如去最值钱的北美市场","text":"拼多多的Q3财报「杀疯了」,甚至刺激到了马云现身阿里内网发帖,这倒是没想到的。 $拼多多(PDD)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 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